How do I turn off the default docs for disciplinaries?
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"How do I turn off the default docs for disciplinaries?"
When you finish processing a person's disciplinary, dismissal, or resignation, the last step is to send the person a doc. By default, the suggested doc is a template prepared by 1st Money. If you don't want to ever send the default doc, you can instead turn it off.
To turn off a default doc for a disciplinary in a pay batch:
- First, to turn off the default doc setting:
Select the pay batch on: "Menu", then "Pay batches" - Then tap: "HR", then "Docs ... disciplinary, dismiss, resign"
- Scroll down and tap the disciplinary type that you want to turn off the default doc for.
- Select "Don't send a doc", and then tap: Save
- To see that the default doc is turned off for a person's disciplinary:
Select the person who's getting the disciplinary on: "Menu", then "People" - Then tap: "HR", then "Disciplinary"
- And select the disciplinary type.
- Then tap "Yes" to all the above, then: See all tasks
- You'll now see that there's no mention of any: "doc for you to send"
- And finally, you can tap Continue, and then Yes ... do it, and you'll see that there also aren't any default docs opened for you to send.
![](https://www.1st.money/s.png)
Keep in mind that:
- Turning off the default doc works equally well for dismissal, resignation, and leave docs as well.
- And if you change your mind, you can always turn it back on.
![](https://www.1st.money/s.png)
You may notice:
- If you've got more than one pay batch, you'll need to turn off the default doc on each pay batch.
- If your newly turned off default doc is still showing up when you're doing a person's disciplinary, check which pay batch the person's in.
- Then check that you've turned off the default doc for that pay batch.
![](https://www.1st.money/s.png)
To learn more:
And that's it! That's everything you need to know about turning off default docs for disciplinaries!